Activity log

The Activity page lists what people did in your account: who synced, who changed a recipient's bank details, who approved a bill, and more.

Who can see it

Activity shows in the left navigation for people with permission to view the activity log. See Roles and permissions.

The Log tab

Each row shows who, when, the action and its details. Click a row to open its details, including any Related changes recorded as part of the same action. Click View user activity to see everything that person did.

Filter the log with:

• Event type: the kind of action, such as payments, recipients, users, rules or exports.
• User: All users, or one person.
• Date range: All time, Today, Last 7 days, Last 30 days, Last 90 days or Custom range.

Click Clear filters to reset them, and Export CSV to download what the filters show.

The Productivity tab

Productivity shows each person's work in the date range, with their Approval time. Filter by department, and click Export CSV to download it.

Each bill or transaction counts once per person per day. Synced counts transactions sent to your accounting system. Approval time is the median from a bill reaching the person to their approval.

Last synced by

Under the Sync button in your accounting review queue, a caption says who ran the last sync and when, for example "Last synced by Jordan Lee 2 hours ago". Use it to answer "who synced this?" without opening the log.

Receipt link captions

In the transaction drawer, one line sums up what happened to a charge's receipt link:

• Reminded 2×, last and the date
• Link opened and the date
• Details submitted and the date
• Link not opened yet when reminders went out and nothing came back

Dates only; the exact times are in the log. For each send's delivery status, see Receipt requests and reminders.

These captions show only to people who can view the activity log.

Related articles

• Security and access
• Sync history
• Scheduled exports